Investment service consultant

Step into a role where clear communication, steady judgement and service excellence define the experience you help deliver – one client interaction at a time.

Applications

• Applications open at intervals throughout the year

Qualification

• Final-year student or graduate with a degree in Commerce or Business Science with specialisations in Finance, Economics, Investment Management, Statistics and related fields
• GPA: 65% or higher

Duration

• Permanent role
• Your start date will depend on the intake for the role

Location

• Cape Town
• Relocation support is provided for selected new starters, as needed

Service that builds trust.

Investment service consultants support clients and financial advisers daily by helping them understand our products, navigate investment questions and make informed decisions.

What to expect

• Responding to investment‑related queries across various servicing channels
• Helping clients understand our investment philosophy and product range
• Strengthening long‑term relationships with clients and financial advisers
• Contributing to our goal of delivering the highest possible standard of client service

Cultivate knowledge and confidence in a client‑facing role.

As an investment service consultant, your experience grows with every phone call and email. The comprehensive training programme at the Allan Gray Academy will have you feeling ready and supported before you help your first client.

What you will gain

• Confidence in engaging with clients and financial advisers
• Strong written and verbal communication skills
• Familiarity with the interactions that shape the client experience
• Opportunities that can lead to career growth and expansion within the team and beyond it

Build your career with us.

If this sounds exciting, this may be the right team for you. Download the full investment service consultant guide to explore the responsibilities, expectations and team environment.